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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
501
Park Place Capital
Alabama
$598K -$359K -3,454 -38%
WFPG
502
Waller Financial Planning Group
Ohio
$597K -$33.9K -326 -5%
DB
503
Dravo Bay
Delaware
$594K +$298K +2,861 +103%
IA
504
IFP Advisors
Florida
$593K -$40.6K -390 -6%
NL
505
Navalign LLC
California
$588K +$580K +5,575 New
CFGS
506
Concourse Financial Group Securities
Alabama
$583K -$1.16M -11,173 -67%
SAM
507
SP Asset Management
California
$580K -$208K -2,000 -27%
FC
508
FCA Corp
Texas
$561K -$10.4K -100 -2%
WA
509
WBH Advisory
Maryland
$561K -$1.98K -19 -0.4%
VNA
510
Valley National Advisers
Pennsylvania
$559K +$19.8K +190 +4%
IWA
511
Icon Wealth Advisors
Texas
$553K +$546K +5,246 New
DWM
512
Destination Wealth Management
California
$550K -$9.99K -96 -2%
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$550K -$69.6K -669 -11%
TA
514
TruWealth Advisors
Louisiana
$546K -$2.76M -26,539 -84%
T
515
TNF
Montana
$535K -$5.51K -53 -1%
BBA
516
Braun-Bostich & Associates
Pennsylvania
$532K +$525K +5,048 New
MWM
517
Meridian Wealth Management
Kentucky
$532K -$458K -4,404 -47%
MLA
518
My Legacy Advisors
Oregon
$531K -$162K -1,559 -24%
WPW
519
Waldron Private Wealth
Pennsylvania
$529K +$85K +817 +19%
HS
520
Horan Securities
United States
$525K -$409K -3,930 -44%
CTWM
521
Cherry Tree Wealth Management
Minnesota
$525K -$122K -1,169 -19%
BFA
522
Beaumont Financial Advisors
Massachusetts
$524K +$39K +375 +8%
ICG
523
InterOcean Capital Group
Tennessee
$522K – – –
OP
524
ORG Partners
Indiana
$521K -$151K -1,456 -23%
LWMG
525
Levy Wealth Management Group
Pennsylvania
$518K +$2.6K +25 +0.5%
19 20
21
22 23